Cuna Mutual Life (aka: Cuna Mutual Life) - General Status
Cuna Mutual will be exiting the 403(b) market as of 2009. They will continue to maintain any existing 403(b) accounts but will not accept any contributions after the end of 2008. CUNA mutual will therefore not be entering into any ISA with TPA's or other interested parties.
Cuna Mutual Life has provided this PDF documentation: View / Download
Cuna Mutual Life (aka: Cuna Mutual Life) Web Homepage
Cuna Mutual Life has NOT provided any link to its home office webpage. As soon as Cuna Mutual Life provides a weblink, we'll post it here immediately.
Investment Fund Information
The following web links have been provided by Cuna Mutual Life to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Cuna Mutual Life offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Cuna Mutual Life does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Cuna Mutual Life are marketed using the following approaches:
- End of List Declared by Cuna Mutual Life
Helpful Employee Resources
Cuna Mutual Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Cuna Mutual Life provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Cuna Mutual Life, please visit our General Cuna Mutual Life Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsCuna Mutual Life has not provided copies of or links to any Vendor Forms. Please contact Cuna Mutual Life to request any forms you might need.
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Employers for which Cuna Mutual Life (aka: Cuna Mutual Life) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life holds an Inactive Payroll Slot:
Employers for which Cuna Mutual Life is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life is eligible to receive exchanges, transfers, and rollover contributions because Cuna Mutual Life has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Cuna Mutual Life is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life is classified as an Orphaned Vendor:
Employers for which Cuna Mutual Life is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Cuna Mutual Life is a Deselected Vendor.
Employers for which Cuna Mutual Life is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Cuna Mutual Life is classified as a Grandfathered Exchange Vendor:
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